Nvidia bets $150B on Taiwan as Trump’s plan to make US an AI hub backfires

英伟达豪掷 1500 亿美元押注台湾，特朗普打造美国 AI 中心的计划适得其反

In a splashy move that signals that Taiwan remains irreplaceable to the AI industry’s short-term and long-term goals, Nvidia CEO Jensen Huang announced Wednesday that his chip company will invest $150 billion a year to make sure Taiwan remains at the “epicenter” of the “AI revolution.” 在一项引人注目的举措中，英伟达（Nvidia）首席执行官黄仁勋周三宣布，该公司每年将投资 1500 亿美元，以确保台湾继续处于“人工智能革命”的“震中”。这一举动表明，台湾对于人工智能行业的短期和长期目标而言依然不可替代。

“This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created,” Huang said. “The number of partners we work with here in Taiwan, incredible.” “这里是芯片的产地，是封装技术的所在地，是系统制造的地方，也是人工智能超级计算机诞生的地方，”黄仁勋说道。“我们在台湾合作的伙伴数量之多，令人难以置信。”

As Reuters reported, the substantial investments will be used to create a new Taiwan headquarters for Nvidia, which Huang expects will drive so much AI innovation that the partnership will cement Taiwan as “the world’s tech manufacturing hub for a long time.” That ambitious project will be operational by 2030, Nvidia anticipates, after breaking ground this year. 据路透社报道，这笔巨额投资将用于为英伟达建立一个新的台湾总部。黄仁勋预计，这将推动大量人工智能创新，使这种合作关系在长期内巩固台湾作为“全球科技制造中心”的地位。英伟达预计，该雄心勃勃的项目将于今年动工，并于 2030 年投入运营。

“Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan,” Huang said at a ceremony celebrating the launch of the company’s new Taiwan base. “Now we’re spending 100, going to 150 billion dollars in Taiwan each year.” “四五年前，英伟达在台湾每年的投入大约是 100 到 150 亿美元，”黄仁勋在庆祝公司新台湾基地启动的仪式上表示。“现在我们每年在台湾的投入是 1000 亿，并正向 1500 亿美元迈进。”

Nvidia is currently the world’s most valuable company, making history in 2025 after becoming the first company to reach a $5 trillion market capitalization. And Huang bragged that the Taiwan base will make sure Nvidia is “worth even more in three to five years.” 英伟达目前是全球市值最高的公司，在 2025 年成为首家市值达到 5 万亿美元的公司，创造了历史。黄仁勋还夸口称，台湾基地将确保英伟达在“三到五年内价值更高”。

But Huang has so far not explained how Nvidia’s plans in Taiwan may potentially conflict with Donald Trump’s push to make the US the world’s AI hub. Nvidia did not immediately respond to Ars’ request to comment on this seeming tension. 但黄仁勋目前尚未解释英伟达在台湾的计划如何与唐纳德·特朗普将美国打造为全球 AI 中心的推动力产生潜在冲突。英伟达未立即回应 Ars 关于这一潜在矛盾的置评请求。

Nvidia needs Taiwan HQ to meet demand

英伟达需要台湾总部以满足需求

Last April, Nvidia started producing AI chips on US soil for the first time. The move seemed designed to appease Trump, who had been pressuring US firms to increase domestic manufacturing, a top priority of his AI Action Plan. 去年 4 月，英伟达首次开始在美国本土生产 AI 芯片。此举似乎旨在安抚特朗普，他一直向美国企业施压，要求增加国内制造，这也是其“人工智能行动计划”（AI Action Plan）的首要任务。

At that time, Huang said that “the engines of the world’s AI infrastructure are being built in the United States for the first time,” because “adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain, and boosts our resiliency.” 当时，黄仁勋表示，“全球人工智能基础设施的引擎首次在美国建造”，因为“增加美国本土制造有助于我们更好地满足对 AI 芯片和超级计算机日益增长的惊人需求，加强我们的供应链，并提高我们的韧性。”

Over the next four years, he projected that Nvidia could produce up to half a trillion dollars of AI infrastructure in the US—but it was hard to see how Nvidia could race to achieve that result when the company still relied on shipping chips to Taiwan for advanced packaging. 在接下来的四年里，他预计英伟达可以在美国生产价值高达 5000 亿美元的人工智能基础设施——但考虑到该公司仍依赖将芯片运往台湾进行先进封装，很难看出英伟达如何能迅速实现这一目标。

Now, Huang seems to be confronting that reality head-on, prioritizing more investments and deepening partnerships in Taiwan at a time when Huang claims that overwhelming demand for agentic AI is accelerating AI factory buildouts “at extraordinary speed,” The Guardian reported. 据《卫报》报道，现在黄仁勋似乎正在直面这一现实，优先考虑在台湾进行更多投资并深化合作伙伴关系。与此同时，他声称对代理式人工智能（agentic AI）的巨大需求正在以“惊人的速度”加速人工智能工厂的建设。

While the US investments will surely factor into Nvidia’s growth, it’s the Taiwan HQ that seemingly matters most. Tech giants collectively plan to spend $750 billion on AI infrastructure this year, with “a significant portion” of that expected to “go towards chips for data centers,” the Guardian noted, and Nvidia needs a plan to keep up with that rapidly spiking demand. 虽然美国的投资肯定会促进英伟达的增长，但台湾总部似乎才是最重要的。《卫报》指出，科技巨头们计划今年在人工智能基础设施上总共投入 7500 亿美元，其中“很大一部分”预计将“用于数据中心芯片”，而英伟达需要一个计划来跟上这种迅速飙升的需求。

Then there’s also Nvidia’s new AI system, Vera Rubin, to consider, which Huang claimed would be a “generational leap” that’s going to be “kicking off the greatest infrastructure buildout in history.” Nvidia fears it will face supply chain constraints “throughout the entire life of Vera Rubin,” Huang said. Perhaps to Huang, the Taiwan base looks like a lifeline for that and future systems. 此外，还有英伟达的新型人工智能系统 Vera Rubin，黄仁勋称其为“代际飞跃”，将“开启历史上最伟大的基础设施建设”。黄仁勋表示，英伟达担心在“Vera Rubin 的整个生命周期内”都会面临供应链限制。或许在黄仁勋看来，台湾基地是该系统及未来系统的一条生命线。

Before Trump’s AI Action Plan rolled out, Nvidia had previously manufactured all its AI chips exclusively in Taiwan. So, the firm is well acquainted with the benefits of working in that ecosystem. With its Taiwan HQ, Nvidia hopes to expand its partnership with the Taiwan Semiconductor Manufacturing Company (TSMC), while benefiting from close proximity to advanced packaging technology not yet available at TSMC’s US factories. 在特朗普的“人工智能行动计划”推出之前，英伟达此前所有的 AI 芯片均在台湾制造。因此，该公司非常熟悉在该生态系统中运作的优势。通过台湾总部，英伟达希望扩大与台积电（TSMC）的合作关系，同时受益于靠近台积电美国工厂尚未提供的先进封装技术。

And Nvidia can also “boost its alliances” with other nearby partners playing “key roles in the build-out of AI servers and infrastructure,” like Foxconn, Wistron, and Quanta Computer, Reuters reported. For Nvidia, the focus appears to be on expanding the AI ecosystem to further its bottom line. 据路透社报道，英伟达还可以“加强与附近其他合作伙伴的联盟”，这些伙伴在“人工智能服务器和基础设施的建设中发挥着关键作用”，例如富士康、纬创和广达电脑。对于英伟达而言，重点似乎在于扩大人工智能生态系统以增加利润。

Earlier this month, Huang told CNBC that Nvidia would be “aggressively” expanding its supply chain and suggested that the “first priority for its growing cash pile was supporting suppliers amid surging demand.” 本月早些时候，黄仁勋告诉 CNBC，英伟达将“积极”扩大其供应链，并暗示其“不断增长的现金储备的首要任务是在需求激增的情况下支持供应商。”

Trump’s plans for Nvidia chips backfired

特朗普针对英伟达芯片的计划适得其反

Trump has not yet commented on Nvidia’s plans in Taiwan, but the US president has repeatedly praised Huang as brilliant, while consulting with Huang on AI industry and tariff questions. Over the past year, their ties have grown, with Huang making commitments to perhaps avoid the consequences of Trump’s tariff regimes. 特朗普尚未对英伟达在台湾的计划发表评论，但这位美国总统多次称赞黄仁勋才华横溢，并就人工智能行业和关税问题咨询过他。在过去的一年里，他们的关系日益密切，黄仁勋做出了一些承诺，或许是为了避免特朗普关税制度带来的后果。

Last year, Huang paid $1 million to attend a Mar-a-Lago dinner, then promised to invest $500 billion in US data centers. Shortly afterward, Trump halted plans for export controls blocking some of Nvidia’s chips from China’s market. 去年，黄仁勋支付了 100 万美元参加海湖庄园（Mar-a-Lago）的晚宴，随后承诺在美国数据中心投资 5000 亿美元。此后不久，特朗普叫停了阻止英伟达部分芯片进入中国市场的出口管制计划。

But Huang may be too smart to be all-in on Trump’s AI plans, perhaps increasingly recognizing that Trump’s export controls and tariffs aren’t working as planned to ensure US dominance in AI. 但黄仁勋可能太聪明了，不会完全押注于特朗普的人工智能计划，他或许越来越意识到，特朗普的出口管制和关税并没有像预期的那样确保美国在人工智能领域的统治地位。

Directly impacting Nvidia, Trump’s plan to give the US a 25 percent cut of certain Nvidia chips sold to China seemingly backfired, since China has refused to purchase the chips. China’s refusal is reportedly not due to paying the fee, but due to a requirement that all chips subjected to the fee must be routed through the US. 直接影响英伟达的是，特朗普计划从销往中国的某些英伟达芯片中抽取 25% 的分成，这一计划似乎适得其反，因为中国拒绝购买这些芯片。据报道，中国的拒绝并非因为支付费用，而是因为该规定要求所有被征收费用的芯片必须经由美国中转。

China seems worried that the US might tamper with chips sold in its markets, and Nvidia is pretty sure that Beijing won’t budge on buying its chips any time soon, so long as Trump’s policy remains in place. For Huang, the goal remains to sell Nvidia chips in China’s market, which the company… 中国似乎担心美国可能会对其市场销售的芯片进行篡改，而英伟达非常确定，只要特朗普的政策依然存在，北京方面短期内就不会在购买其芯片的问题上让步。对于黄仁勋来说，目标仍然是在中国市场销售英伟达芯片，而该公司……